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About Cardinal Planning

Ready to reach your personal and post-retirement goals?
The Cardinal team is here to help.

We’re your go-to retirement &
tax planning pros

If your financial to-do list has gotten a bit… well, scary, not to fear! We’re here to help comb through the complexities of retirement planning and minimize common retirement fears, like running out of money, tax worries, or uncertainty around how to make a plan. From start to finish, we’re here to help make sense of your money so you can optimize your income, invest smarter and reduce tax implications during retirement.
We work with a wide variety of clients with unique needs. Our passion is providing personalized assistance that considers each and every critical factor needed in order to reach your financial goals — both for today, and tomorrow.

We’re The Differential

Fiduciary, commission-free plans

We operate as a fee-only, fiduciary financial group — or, in other words, we don’t sell products or accept commissions on any advice we provide. We are required to act in your best interest and not our own. When you work with us you will know in advance what the fee is for the scope of work to be provided.

”I have decades of experience as a CFP® and CPA that I apply
to every client’s retirement plan.”

-Mark Boatright, CFP® PROFESSIONAL

Founder and President, Cardinal Group

Meet Mark Boatright

Applying decades of experience as a CFP and CPA into every client plan

With a Bachelor of Science in Finance, Cum Laude, from the University of Colorado, Mark’s background as both a CFP and CPA is what differentiates him from the majority of advisors. His professional affiliations include the Financial Planning Association, American Institute of Certified Public Accountants and Colorado Society of Certified Public Accountants.

Mark’s in-depth understanding of tax strategies coupled with background as a tax preparer and his ability to merge the competing needs of both personal and business wealth is the secret weapon behind helping his clients achieve financial peace of mind, no matter where they are in their journey. At this stage in his career, it’s his goal to help as many pre and post retirees as possible find their purpose and enter retirement with less stress and more fulfillment.

Mark was born and raised in Colorado. When he’s not working, he enjoys spending time with his family including his young grandchild. You will often find Mark sipping on a fine wine along with some tasty food. He loves to golf and travel, and his favorite place in the world is Italy.

Mark Boatright
Ocean

Establish your Personalized Retirement Plan

When you work with cardinal planning group, you will receive:

  • A complimentary, tailored one-page assessment of your finances
  • Specific, actionable recommendations tailored to your goals and objectives
  • Ongoing management of your retirement and tax plan

On the Blog

Paying the Bills: Potential Sources of Retirement Income post image

Paying the Bills: Potential Sources of Retirement Income

Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is

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Reaching Retirement: Now What post image

Reaching Retirement: Now What

Asset allocation and diversification are methods used to help manage investment risk; they do not guarantee a profit or

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What Is a Certified Financial Planner<sup>TM</sup> Professional? post image

What Is a Certified Financial PlannerTM Professional?

A Certified Financial Planner™ professional, or CFP® practitioner, is a financial professional who meets the requirements established by the Certified Financial Planner Board

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Mark Boatright CPA, CFP®

Phone: 720-407-6802
Email: markb@cardinalpg.com

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